Overview
Join a team of dedicated pensions professionals delivering high-quality service across multiple DB clients. Gain responsibility, technical skills, and client exposure through structured training and support for professional qualifications.
Key Responsibilities
* Perform DB benefit calculations (manual/system/proforma)
* Follow case checklists and admin procedures
* Handle communications with members and third parties
* Prepare bulk mailings (newsletters, increases, etc.)
* Apply scheme-specific rules and documentation
* Ensure compliance with GDPR and admin policies
* Draft bespoke correspondence
* Stay updated on legislation (GMP, preservation, tax, etc.)
Requirements
* A-levels or equivalent (degree desirable)
* Experience in DB pensions administration
* Working towards APE/CPC qualifications
* Detail-oriented, organised, and proactive
* Strong team player with independent working skills
* Professional approach and willingness to learn
Benefits Package
* Study support and internal training
* 26 days leave + flexible bank holidays (buy/sell options)
* Private medical, dental, digital GP, eye care
* Life assurance, income protection, enhanced parental leave
* Pension and discretionary bonus
* Cycle to work, EV salary sacrifice scheme
* Gym discounts, high street offers
* Diversity networks: Wellbeing, LGBTQ+, Multicultural, Women's
* Volunteering opportunities
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer
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